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Last Close
Dec 04 04:00PM ET
56.40
Dollar change
-0.52
Percentage change
-0.91
%
IndexRUT P/E300.48 EPS (ttm)0.19 Insider Own62.18% Shs Outstand65.72M Perf Week2.27%
Market Cap8.80B Forward P/E81.83 EPS next Y0.69 Insider Trans-7.77% Shs Float58.98M Perf Month33.55%
Income30.40M PEG28.04 EPS next Q0.14 Inst Own44.67% Short Float8.69% Perf Quarter57.15%
Sales643.23M P/S13.67 EPS this Y52.71% Inst Trans1.93% Short Ratio6.59 Perf Half Y61.84%
Book/sh1.66 P/B33.94 EPS next Y15.73% ROA3.18% Short Interest5.12M Perf Year98.24%
Cash/sh2.01 P/C28.12 EPS next 5Y10.72% ROE12.69% 52W Range23.31 - 57.74 Perf YTD109.35%
Dividend Est.- P/FCF90.19 EPS past 5Y-15.58% ROI5.01% 52W High-2.32% Beta0.76
Dividend TTM- Quick Ratio1.03 Sales past 5Y16.02% Gross Margin58.59% 52W Low141.96% ATR (14)1.70
Dividend Ex-Date- Current Ratio1.03 EPS Y/Y TTM188.19% Oper. Margin2.91% RSI (14)74.69 Volatility3.31% 3.71%
Employees1500 Debt/Eq1.36 Sales Y/Y TTM17.25% Profit Margin4.73% Recom1.67 Target Price56.27
Option/ShortYes / Yes LT Debt/Eq1.34 EPS Q/Q299.55% Payout- Rel Volume1.02 Prev Close56.92
Sales Surprise2.85% EPS Surprise17.13% Sales Q/Q17.52% EarningsNov 06 BMO Avg Volume777.44K Price56.40
SMA207.64% SMA5023.58% SMA20054.39% Trades Volume790,401 Change-0.91%
Date Action Analyst Rating Change Price Target Change
Nov-04-24Upgrade Jefferies Hold → Buy $35 → $50
Jul-23-24Initiated Robert W. Baird Outperform $43
Mar-01-24Upgrade BofA Securities Underperform → Neutral $40
Sep-18-23Resumed Morgan Stanley Overweight $25
Mar-09-23Upgrade BofA Securities Underperform → Neutral $16 → $20
Feb-09-23Initiated Raymond James Outperform $19
Jan-05-23Downgrade Jefferies Buy → Hold $15
Oct-21-22Initiated Goldman Buy $20
Sep-01-22Initiated Citigroup Neutral $15
Feb-01-22Initiated BMO Capital Markets Market Perform $15
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Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Rowland Bryan T.R.GENERAL COUNSELNov 26 '24Option Exercise32.163,02097,1233,020Nov 27 04:17 PM
Rowland Bryan T.R.GENERAL COUNSELNov 26 '24Sale55.083,020166,3420Nov 27 04:17 PM
DeStefano DavidPRESIDENT & CEONov 26 '24Sale55.0525,6071,409,765221,932Nov 27 04:16 PM
Stamm John RichardDirectorNov 22 '24Option Exercise3.732,5009,33518,035Nov 27 08:57 AM
Stamm John RichardDirectorNov 22 '24Sale53.812,500134,52515,535Nov 27 08:57 AM
DeStefano DavidOfficerNov 26 '24Proposed Sale55.0025,6071,408,385Nov 26 04:16 PM
Rowland Bryan T.R.OfficerNov 26 '24Proposed Sale55.083,020166,342Nov 26 11:44 AM
Stamm John RichardDirectorNov 22 '24Proposed Sale53.812,500134,525Nov 22 12:58 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerNov 20 '24Sale52.1640,9662,136,9871,389,134Nov 21 06:56 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerNov 21 '24Sale53.1331,0341,648,7501,358,100Nov 21 06:56 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerNov 20 '24Proposed Sale51.201,430,10073,221,120Nov 20 05:07 PM
DeStefano DavidPRESIDENT & CEONov 14 '24Sale49.61159,1077,893,044332,290Nov 18 05:58 PM
DeStefano DavidPRESIDENT & CEONov 18 '24Sale49.5522,2751,103,806293,246Nov 18 05:58 PM
DeStefano DavidPRESIDENT & CEONov 15 '24Sale49.5716,769831,268315,521Nov 18 05:58 PM
DeStefano DavidOfficerNov 18 '24Proposed Sale49.5522,2751,103,680Nov 18 05:08 PM
DeStefano DavidOfficerNov 15 '24Proposed Sale49.5716,769831,268Nov 15 04:40 PM
DeStefano DavidOfficerNov 14 '24Proposed Sale49.61159,1077,893,049Nov 14 05:00 PM
Westphal Jeffrey10% OwnerNov 11 '24Sale48.902,485,000121,516,5000Nov 13 09:43 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 08 '24Sale52.32114,8706,010,504791,191Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 07 '24Sale51.4026,6451,369,430906,061Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 11 '24Sale49.508,485420,046782,706Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERNov 07 '24Sale51.4491,2204,692,311673,854Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERNov 08 '24Sale52.2658,7803,072,113615,074Nov 12 06:00 PM
Jeffrey Westphal10% OwnerNov 11 '24Proposed Sale51.992,485,000129,195,150Nov 12 08:07 AM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 14 '24Sale40.7756,4192,300,135932,706Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 11 '24Sale40.4846,0981,865,821989,125Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 10 '24Sale39.7332,6291,296,3181,035,223Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 11 '24Sale40.4842,7651,731,337765,074Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 10 '24Sale39.7332,4101,287,549807,839Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 07 '24Sale41.0252,7132,162,3141,144,993Oct 09 07:44 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 09 '24Sale41.3149,1142,029,0121,067,852Oct 09 07:44 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 08 '24Sale41.3228,0271,158,0221,116,966Oct 09 07:44 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 09 '24Sale41.3148,9572,022,536840,249Oct 09 07:42 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 07 '24Sale41.0248,1361,974,361916,938Oct 09 07:42 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 08 '24Sale41.3227,7321,145,981889,206Oct 09 07:42 PM
Westphal Jeffrey10% OwnerOct 03 '24Sale39.421,225,00048,289,5000Oct 07 06:33 PM
ITEM SECOND IRR. TRUST FBO ANNMember of immediate family of Oct 04 '24Proposed Sale40.72500,00020,360,000Oct 04 03:06 PM
ITEM SECOND IRR. TRUST FBO JACMember of immediate family of Oct 04 '24Proposed Sale40.72500,00020,360,000Oct 04 02:50 PM
Jeffrey Westphal10% OwnerOct 03 '24Proposed Sale41.101,225,00050,347,500Oct 03 04:40 PM
Stamm John RichardDirectorSep 12 '24Option Exercise3.735,00018,67021,635Sep 16 04:22 PM
Stamm John RichardDirectorSep 12 '24Sale35.4310,000354,27616,635Sep 16 04:22 PM
Stamm John RichardDirectorSep 12 '24Proposed Sale35.4310,000354,276Sep 12 01:36 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerAug 26 '24Sale37.27158,9005,922,5211,430,100Aug 27 07:00 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERAug 22 '24Option Exercise4.7025,000117,50078,104Aug 26 05:00 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERAug 22 '24Sale35.8125,000895,15053,104Aug 26 05:00 PM
Stamm John RichardDirectorAug 22 '24Option Exercise3.7316,00059,74437,635Aug 26 05:00 PM
Stamm John RichardDirectorAug 22 '24Sale35.9516,000575,17921,635Aug 26 05:00 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerAug 26 '24Proposed Sale35.81158,9005,690,209Aug 23 04:20 PM
Rowland Bryan T.R.GENERAL COUNSELAug 20 '24Option Exercise3.7330,000112,02038,176Aug 22 04:27 PM
Rowland Bryan T.R.GENERAL COUNSELAug 20 '24Sale35.7138,1761,363,2290Aug 22 04:27 PM
SCHWAB JOHN ROfficerAug 22 '24Proposed Sale35.8125,000895,149Aug 22 04:08 PM
Stamm John RichardDirectorAug 22 '24Proposed Sale35.9516,000575,178Aug 22 03:47 PM
Rowland Bryan T.R.OfficerAug 20 '24Proposed Sale35.7138,1761,363,228Aug 20 05:11 PM
ANDERSEN ERIC C.DirectorAug 13 '24Option Exercise2.50140,000350,000223,014Aug 15 04:40 PM
ANDERSEN ERIC C.DirectorAug 13 '24Sale36.22140,0005,070,53683,014Aug 15 04:40 PM
ANDERSEN ERIC C.DirectorAug 13 '24Proposed Sale36.22140,0005,070,532Aug 13 04:33 PM
Robert Kevin LFormer DirectorAug 08 '24Proposed Sale35.5415,121537,414Aug 08 12:48 PM
Westphal Jeffrey10% OwnerJul 23 '24Sale37.811,500,00056,715,0001,054,641Jul 24 06:24 PM
Westphal Jeffrey10% OwnerJun 05 '24Sale32.931,500,00049,395,0002,554,641Jun 07 06:30 PM
Westphal Jeffrey10% OwnerApr 05 '24Sale30.05791,13323,773,5471,554,641Apr 09 07:33 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 26 '24Sale30.2350,6691,531,92730,692Mar 28 06:01 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 27 '24Sale30.2230,692927,5430Mar 28 06:01 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 26 '24Sale30.2727,128821,192965,074Mar 28 06:00 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 25 '24Sale30.0947,5221,430,03281,361Mar 25 06:55 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 21 '24Sale30.001003,000128,883Mar 25 06:55 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 25 '24Sale30.032,85985,8471,197,706Mar 25 06:54 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 21 '24Sale30.001003,0001,200,565Mar 25 06:54 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 25 '24Sale30.0947,5711,431,554992,202Mar 25 06:52 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 21 '24Sale30.001003,0001,039,773Mar 25 06:52 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 19 '24Sale30.0631,173936,9141,211,620Mar 20 09:02 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 20 '24Sale30.0410,955329,0671,200,665Mar 20 09:02 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 18 '24Sale30.046,967209,3131,242,793Mar 20 09:02 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 19 '24Sale30.0530,941929,9261,050,790Mar 20 09:01 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 20 '24Sale30.0410,917327,9401,039,873Mar 20 09:01 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 18 '24Sale30.056,910207,6251,081,731Mar 20 09:01 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 19 '24Sale30.0630,954930,350139,909Mar 20 09:00 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 20 '24Sale30.0410,926328,220128,983Mar 20 09:00 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 18 '24Sale30.056,954208,935170,863Mar 20 09:00 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 14 '24Sale29.638,290245,616250Mar 18 04:27 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 12 '24Sale30.019,749292,5671,259,598Mar 14 08:07 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 14 '24Sale30.018,538256,2031,249,760Mar 14 08:07 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 13 '24Sale30.001,30039,0031,258,298Mar 14 08:07 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 12 '24Sale30.019,727291,9311,098,032Mar 14 08:06 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 14 '24Sale30.018,090242,7531,088,641Mar 14 08:06 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 13 '24Sale30.001,30139,0301,096,731Mar 14 08:06 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 12 '24Sale30.019,859295,866187,787Mar 14 08:05 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 14 '24Sale30.018,558256,796177,817Mar 14 08:05 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 13 '24Sale30.001,41242,363186,375Mar 14 08:05 PM
Rowland Bryan T.R.GENERAL COUNSELMar 08 '24Option Exercise3.7332,196120,22040,214Mar 12 04:17 PM
Rowland Bryan T.R.GENERAL COUNSELMar 08 '24Sale29.6532,196954,5418,018Mar 12 04:17 PM
DeStefano DavidPRESIDENT & CEOMar 08 '24Sale30.1012,177366,569704,863Mar 12 04:17 PM
DeStefano DavidPRESIDENT & CEOMar 12 '24Sale30.003,500105,000701,363Mar 12 04:17 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 08 '24Sale30.1420,113606,1271,107,759Mar 08 06:30 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 07 '24Sale30.0619,864597,1121,127,872Mar 08 06:30 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 06 '24Sale30.0110,589317,7961,147,736Mar 08 06:30 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 07 '24Sale30.0619,928599,068217,351Mar 08 06:28 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 08 '24Sale30.1419,705593,871197,646Mar 08 06:28 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 06 '24Sale30.0110,500315,120237,279Mar 08 06:28 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 07 '24Sale30.0620,009601,5351,289,084Mar 08 06:27 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 08 '24Sale30.1419,737594,8401,269,347Mar 08 06:27 PM